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ADDICUS ADVISORY, LLC

333 W. Franklin Street
Tupelo, Mississippi 38804
Tel: 877-294-8658

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About ADDICUS ADVISORY, LLC

ADDICUS ADVISORY, LLC, formally registered with the SEC as ADDICUS ADVISORY, LLC. The firm was established in 09/27/2021. They have over 3 offices throughout the country.

ADDICUS ADVISORY, LLC is a Tupelo, Mississippi based Financial Planning firm with nearly $270,551,694 assets under management, offering retirement planning & investment advisory services to 280 clients. The firm is staffed with 55 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#282244
SEC#801-122401
Assets Managed by Firm$270,551,694
No. of Clients280
No. of Advisors55

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Other (ADVISER SERVICES TO PRIVATE FUNDS AND ADVISORY CONSULTING SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total280$270,551,694
Individuals (other than high net worth individuals)43$15,334,806
High net worth individuals44$124,102,545
Pension and profit sharing plans8$11,522,255

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THE MOLPUS WOODLANDS GROUP, LLC
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MAG CAP
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